See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,342 | $100,852+147.2% | $90,404+175.8% | $158,922+56.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.95% | 1724.20%-1714.3pp | 1293.02%-1283.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $5,854 | $3,689+58.7% | $3,262+79.5% | $4,761+23.0% |
| Participant deferral / active EE | $6,277 | $4,348+44.4% | $3,963+58.4% | $5,982+4.9% |
| Admin fee / account holder | $5,866 | $6,501-9.8% | $5,611+4.6% | $11,246-47.8% |